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Retirement tax questions
The code E 2023 Form 1099-R has the same tax consequences as I described for the code-P 2024 Form 1099-R that I has assumed, it just appears on line 5b instead of line 1h, so the $6,000 is taxable. With no other Forms 1099-R, it seems that there are no attributable earnings to include on your 2024 tax return. If there were any attributable earnings, I imagine that they were included on the code-E Form 1099-R to be taxed on your 2023 tax return.
March 28, 2025
6:43 PM